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Munitions Restocking

Munitions restocking covers the artillery, missiles, and propellant being replaced after inventories were drawn down faster than they could be built. Capacity expansion here is slow and capital intensive.

11 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
451
Braun Stacey Associates
Braun Stacey Associates
New York
$30.7M -$338K 1 1.01% Reduced
452
RCYC
Richard C. Young & Co
Rhode Island
$30.5M -$154K 3 2.83% Reduced
453
MLL
Moody Lynn & Lieberson
Massachusetts
$30.3M +$2.82K 3 1.63% Increased
454
LG
LaFleur & Godfrey
Michigan
$30.3M -$1.54M 2 3.68% Reduced
455
WesBanco Bank
WesBanco Bank
West Virginia
$30.2M -$630K 3 0.84% Reduced
456
Hantz Financial Services
Hantz Financial Services
Michigan
$30.2M -$2.64M 7 0.46% Reduced
457
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$30.2M +$11.5M 2 1.02% Increased
458
SW
SlateStone Wealth
Florida
$30M +$108K 4 2.6% Increased
459
Cannell & Spears
Cannell & Spears
New York
$29.9M -$3.02M 5 0.56% Reduced
460
SCA
Stillwater Capital Advisors
Pennsylvania
$29.7M -$213K 1 3.34% Reduced
461
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$29.7M -$706K 1 0.86% Reduced
462
KCM
Kanawha Capital Management
Virginia
$29.6M -$241K 3 2.05% Reduced
463
GECH
Garnet Equity Capital Holdings
New York
$29.6M -$122K 1 11.01% Reduced
464
TSAM
Trinity Street Asset Management
United Kingdom
$29.4M -$110K 1 2% Reduced
465
Meyer Handelman Company
Meyer Handelman Company
New York
$29.4M -$469K 1 0.93% Reduced
466
Scotia Capital
Scotia Capital
Ontario, Canada
$29.3M +$2.1M 3 0.12% Increased
467
Jain Global
Jain Global
New York
$29.2M +$17.2M 4 0.14% Increased
468
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$29.1M +$5.68M 6 0.1% Increased
469
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$28.9M -$112K 4 0.95% Reduced
470
JWCA
J.W. Cole Advisors
Florida
$28.8M +$4.66M 5 0.55% Increased
471
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$28.5M -$1.63M 8 0.48% Reduced
472
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$28.5M +$3.84M 5 0.19% Increased
473
Cary Street Partners
Cary Street Partners
Virginia
$28.4M -$578K 3 0.74% Reduced
474
Merit Financial Group
Merit Financial Group
Georgia
$28.4M +$4.43M 5 0.26% Increased
475
MC
Moors & Cabot
Massachusetts
$28.3M -$320K 4 1.23% Reduced